JL
JL

Jaime Luna

6 Years of Experience
San Antonio, TX
Broker

Jaime Luna is a registered investment advisor, based in San Antonio, TX, with 6 years of industry experience.

Location

1431 Palo Alto Rd, Suite 103, San Antonio, TX, 78211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
State Farm Vp Management CORP.Broker
December 2025 - Present · 5 mos
State Farm Vp Management CORP.
December 2025 - Present · 5 mos
State Farm Investment Management CORP.
November 2025 - Present · 6 mos
Previous Registrations
State Farm Vp Management CORP.Broker
May 2011 - April 2017 · 5 yrs 11 mos
State Registrations5 states
ARLANMOKTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jaime Luna - Financial Advisor | TrueAdvisor